Best for
Consultants, agencies, specialist service businesses, technical sellers, and anyone whose sales process depends on thoughtful follow-up after a conversation.
Follow-up workflow
Proposal Follow-Up Assistant
Turn discovery notes into a clear recap, recommended pilot, risks, and next-step email before the opportunity goes cold.
How it works best
The output reflects the quality of the notes going in, and sensitive information needs careful handling. The system is there to support the seller's judgement rather than replace it.
The manual workflow
After a call, notes live in a notebook, transcript, CRM field, or memory. The follow-up takes too long, misses useful details, or becomes too generic. Good opportunities lose momentum because the next step is not clearly framed.
The AI-assisted workflow
The system takes discovery notes or a transcript, extracts the client's pains, identifies the strongest pilot angle, highlights open questions, and drafts a tailored follow-up email. The human edits and sends it.
Reviewed output
What the human gets back.
Call summary; client pain points; recommended pilot idea; risks or unknowns; questions to confirm; draft follow-up email; optional internal sales note.
Human approval
AI can structure and draft. A person must verify accuracy, commercial judgement, promises, pricing, and whether the message fits the relationship.
30-day pilot shape
Small enough to test. Clear enough to judge.
- Week 1: Define the follow-up structure and inputs
- Week 2: Process sample calls or notes
- Week 3: Tune the output for tone, accuracy, and sales usefulness
- Week 4: Document the workflow and hand over reusable prompts or system steps
Start with one workflow